Summit in the News

Press Release

Record number of advisors qualify and attend Summit’s Retreat to the Atlantis Resort in The Bahamas

Article

In their latest co-signed byline published by InvestmentNews, Robert Moore and Adam Antoniades discuss advisor compensation models and the overall client-centric experience

Article

In his latest byline published by Financial Advisor Magazine, Rich Whitworth discusses ways that advisors can build enduring value in their practices.

Press Release

The number of elite advisors calling the boutique broker-dealer home continues to grow.

Press Release

Summit is pleased to announce that one of its advisors, Justin Goodbread, CFP®, CEO of Heritage Investors and Editor in Chief for Financiallysimple.com, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

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